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Encompass Health

397 hedge funds and large institutions have $6.24B invested in Encompass Health in 2019 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 112 increasing their positions, 142 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 37

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

11% more capital invested

Capital invested by funds: $5.62B → $6.24B (+$628M)

11% more call options, than puts

Call options by funds: $25.8M | Put options by funds: $23.2M

10% more funds holding

Funds holding: 360397 (+37)

1.79% more ownership

Funds ownership: 113.1%114.89% (+1.8%)

21% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 142

Holders
397
Holders Change
+37
Holders Change %
+10.28%
% of All Funds
7.82%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
83
Increased
112
Reduced
142
Closed
37
Calls
$25.8M
Puts
$23.2M
Net Calls
+$2.54M
Net Calls Change
+$7.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
51
Zurich Cantonal Bank
Switzerland
$23.3M +$3.16M +58,316 +16%
Ensign Peak Advisors
52
Ensign Peak Advisors
Utah
$21.5M +$21.2M +390,389 New
Russell Investments Group
53
Russell Investments Group
United Kingdom
$21.4M -$5.69M -104,859 -21%
FWIA
54
Fort Washington Investment Advisors
Ohio
$20.8M +$3.01M +55,559 +17%
Retirement Systems of Alabama
55
Retirement Systems of Alabama
Alabama
$20.4M -$2.97M -54,726 -13%
RCAMU
56
Rothschild & Co Asset Management US
Connecticut
$20.3M -$893K -16,462 -4%
Goldman Sachs
57
Goldman Sachs
New York
$19.7M +$4.64M +85,589 +31%
Morgan Stanley
58
Morgan Stanley
New York
$19.3M +$15.9M +292,341 +510%
Two Sigma Investments
59
Two Sigma Investments
New York
$19.1M +$1.7M +31,403 +10%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$18.3M -$494K -9,109 -3%
Lord, Abbett & Co
61
Lord, Abbett & Co
New Jersey
$17.4M -$5.37M -98,918 -24%
RHJA
62
Rice Hall James & Associates
California
$17.3M -$254K -4,686 -1%
Legal & General Group
63
Legal & General Group
United Kingdom
$17.3M +$419K +7,715 +3%
Bank of America
64
Bank of America
North Carolina
$16.9M -$130K -2,401 -0.8%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$16.3M -$1.41M -25,962 -8%
OC
66
Oppenheimer & Co
New York
$15.5M -$389K -7,165 -2%
AllianceBernstein
67
AllianceBernstein
Tennessee
$14.2M -$111K -2,049 -0.8%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$13.9M -$437K -8,045 -3%
GC
69
Guggenheim Capital
Illinois
$13.8M -$797K -14,696 -6%
AIG
70
American International Group
New York
$13.2M +$70.5K +1,300 +0.5%
Swiss National Bank
71
Swiss National Bank
Switzerland
$13.1M +$198K +3,646 +2%
SEI Investments
72
SEI Investments
Pennsylvania
$12.2M -$847K -15,600 -7%
PPA
73
Parametric Portfolio Associates
Washington
$12.1M -$5.25M -96,696 -31%
MAM
74
Madison Asset Management
Wisconsin
$11.9M +$11.8M +216,575 New
WCM
75
Wedge Capital Management
North Carolina
$11.8M -$157K -2,893 -1%

EHC Hedge Fund Activity: Q4 2019 in Review

397 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Encompass Health (EHC) for Q4 2019, worth a combined $6.24B — up 11% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new EHC positions and 37 closed out — a net gain of 46 holders — while 112 added to existing stakes and 142 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $213M. The largest seller was Point72 Asset Management, cutting an estimated $76.6M.

  • 397 institutional investors held Encompass Health (EHC) as of Q4 2019, up from 360 in Q3 2019.
  • Funds reported $6.24B of Encompass Health stock for Q4 2019, up 11% quarter-over-quarter.
  • 83 funds opened new Encompass Health positions in Q4 2019 and 37 closed out, a net change of +46 holders.
  • The largest Encompass Health buyer in Q4 2019 was Wellington Management Group, an estimated $213M added.
  • The largest Encompass Health seller in Q4 2019 was Point72 Asset Management, an estimated $76.6M sold.

Based on aggregated 13F filings for Q4 2019.